Member Advisor (Woodgrove Branch)

Island Savings, a division of First West Credit Union; Nanaimo; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial cooperative in Nanaimo is seeking a Member Advisor to deliver front line service, enhancing customer relationships and providing tailored financial solutions. This role requires strong interpersonal skills and experience in retail or customer service. Ideal candidates should possess a high school diploma and be proficient in Microsoft Office. The organization offers diverse benefits, including customizable health options and mental health resources, while fostering an inclusive environment.

Benefits

Mental health coverage and resources

Customizable health benefits

Performance-based compensation

Vacation time and flexible work arrangements

Paid time off to volunteer

Qualifications

• Completion of FW Sales Essentials Course within 6 months of hire required.
• 2 years of retail/customer service experience or equivalent required.
• Demonstrated ability to identify needs and recommend products and services.

Responsibilities

• Delivers front line service by identifying and responding to member needs.
• Builds strong relationships with current and potential members.
• Processes a full range of member transactions including account openings.

Skills

Sales and cash handling experience

Strong interpersonal skills

Ability to build relationships

Proficient in computer software programs

Education

High School Diploma or equivalent

College, Trade or Tech School Diploma

Tools

Microsoft Office

Job description

Job Description

We are currently seeking a Member Advisor to join our team. The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. This role enhances digital literacy by assisting with online banking setup and addressing inquiries with accuracy and discretion. By recognizing each member’s life stage, the Member Advisor offers tailored financial solutions or refers to the appropriate advisor, fostering stronger, long‑term relationships.

Typical Day

• Member Service: Builds strong relationships with current and potential members; identifies member life‑stage cycle and provides financial advice or directs to an advisor. Triages member questions and directs them to online banking where appropriate.
• Member Transactions: Processes a full range of member transactions including opening personal or business accounts, debit/credit cards, and deposits. Directs members to appropriate digital channels and increases digital banking adoption as per branch goal. Achieves established individual sales and referral targets.
• Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of products and services, participates in branch campaigns, and seeks cross‑sell and referral opportunities during interactions with members.
• Other Responsibilities: Keeps up to date on emerging trends, regulatory changes and industry best practices, participates in process improvement to protect organization interests, strives to meet service level agreements and productivity targets, performs other duties as required, and uses a schedule guideline to align efforts while delivering a consistent member experience.
• Branch/Team Support: Participates fully as a team member, helps build a positive and diverse work environment, assists and mentors others, and addresses communication issues efficiently.

Required Skills, Experience & Qualifications

• High School Diploma or equivalent; College, Trade or Tech School Diploma (2 years) is an asset.
• Completion of FW Sales Essentials Course within 6 months of hire required.
• Must complete the internal First West certification program specific to this role within the required timeframe.
• 2 years of retail/customer service experience or equivalent required.
• Sales and cash handling experience preferred.
• Demonstrated ability to identify needs and recommend products and services to members.
• Strong interpersonal skills and ability to build relationships with current and potential members.
• Positive, flexible mindset and ability to work in a busy environment.
• Proficient in computer software programs (e.g., Microsoft Office).
• Displays an understanding of risk and risk ownership by adhering to policies and procedures.

About Us

We’re a financial cooperative that does things differently. We provide time‑tested advice that helps members feel optimistic about their future and offer comprehensive banking solutions that enable people to confidently reach their goals. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches across British Columbia under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands.

Benefits & Compensation

• Mental health coverage and resources.
• Customizable health benefits with topped‑up parental leave.
• Performance‑based compensation, employee banking advantages and group RRSP matching.
• Vacation time and flexible work arrangements to support your lifestyle.
• Paid time off to volunteer, partner with local charities, and engage in ESG practices.
• Access to in‑house training, LinkedIn Learning, and reimbursement for external courses.

Diversity, Equity, Inclusion & Belonging

We embrace diversity of all kinds and encourage people from equity‑deserving groups to apply. We provide accommodations for applicants with disabilities and support accessibility throughout the hiring process.

Employment Eligibility

Candidates will be required to complete a background check, including employment verification, credit check, and criminal record check.

Legal Notice

First West Credit Union is an Equal Opportunity Employer. We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization.